Danielle M. Heidemann, CIA
Manager
Danielle Heidemann is Manager in Wipfli LLP’s Strategic Advisory and Financial Services practice. Danielle has over 20 years of experience in the financial services industry and specializes in operational consulting, Call Report preparation assistance, training, and reviews, and other consulting services to assist community banks with managing risk and improving efficiency and profitability.
Certifications
- Certified Internal Auditor
- Lean Six Sigma Green Belt
Professional memberships and activities
- The Institute of Internal Auditors (IIA) - Member
Services
Audit and AccountingAreas of Focus
- Operations process reviews focused on eliminating waste and improving accuracy, efficiency and effectiveness.
- Chart of accounts reviews and assistance with restructuring for ease of use and reporting
- Assistance with preparing for core conversions to maximize the core system interfacing and financial reporting opportunities.
- Call Report review, assistance, training, and customized process development.
- Evaluation, recommendations, and implementation of current processes to remediate regulatory concerns
- Risk-based internal audits
Education
Lewis University - Romeoville, Illinois- Bachelor of arts degree in marketing
- Master of business administration degree with a concentration in finance and human resources
- Six Sigma Green Belt - Financial Services
Recent Insights
Articles
AOCI blues: Ramifications of increased unrealized losses and accounting for AFS to HTM securities transfers
Oct 26, 2022
How credit unions can navigate the complexities of the employee retention tax credit
Oct 18, 2022
Recent changes to capital adequacy standards may encourage credit union mergers
Jun 15, 2022
The impact of rate increases on regulatory capital
Apr 25, 2022
Be ready for major changes to the NCUA 5300 Call Report Form in March
Jan 19, 2022
Digital transformation is key to credit unions’ lending efficiency
Jan 03, 2022
7 steps to help your credit union when considering a merger
Feb 24, 2021
COVID-19 updates to the June 30, 2020, Call Report FAQ
Jul 21, 2020
Financial institutions should now focus on continuous improvement
Jul 14, 2020
The challenge of integrating controls into an efficient process
Apr 22, 2020
Internal controls and data tracking financial institutions need during COVID-19
Apr 15, 2020
Changes to regulatory capital reporting in response to the PPP
Apr 14, 2020
Q&A on the impact of COVID-19 on the call report
Apr 08, 2020
Community Bank Leverage Ratio (CBLR) questions and answers
Dec 12, 2019
Blogs
Reconsider your return on assets strategy
Aug 02, 2022
Is your organizational structure creating inefficiencies and turnover?
Jun 26, 2022
Banks shouldn’t let knowledge walk out the door with Boomers
Sep 19, 2021
Podcast: Creating efficiencies in the new world of banking
Dec 04, 2020
Can you see the forest for the trees?
Apr 27, 2020
Wasting Energy
Jul 17, 2018
Webinars
IT Leadership Roundtable – August 2022
Aug 18, 2022
